MCM

Maple Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$612K
3
+$382K
4
DFS
Discover Financial Services
DFS
+$367K
5
HAL icon
Halliburton
HAL
+$356K

Top Sells

1
+$4.85M
2
+$3.27M
3
+$1.03M
4
NFX
Newfield Exploration
NFX
+$918K
5
WFT
Weatherford International plc
WFT
+$832K

Sector Composition

1 Energy 14.57%
2 Healthcare 14.07%
3 Financials 13.57%
4 Technology 11.33%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.57%
29,960
+375
52
$1.38M 0.52%
32,181
53
$1.29M 0.49%
75,650
-150
54
$1.28M 0.49%
7,068
-1,094
55
$1.23M 0.47%
8,530
-150
56
$1.18M 0.45%
20,921
+951
57
$1.07M 0.41%
38,092
+870
58
$1.02M 0.39%
16,384
+475
59
$951K 0.36%
8,026
-1,154
60
$946K 0.36%
22,187
-150
61
$942K 0.36%
9,131
-704
62
$940K 0.36%
13,789
+211
63
$906K 0.34%
12,426
-66,517
64
$865K 0.33%
86,128
-1,750
65
$826K 0.31%
52,700
66
$796K 0.3%
23,692
+4,450
67
$722K 0.27%
6,256
-100
68
$708K 0.27%
5,127
69
$687K 0.26%
11,407
-100
70
$649K 0.25%
8,155
-100
71
$632K 0.24%
6,215
72
$621K 0.24%
3
73
$613K 0.23%
10,285
74
$500K 0.19%
5,000
75
$483K 0.18%
39,450
+13,550
1 2
3
4 5